Merrill Lynch Perce Fenner & Smith

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

963

Total plan assets

$39.9M

Filings (rows)

Direct comp

$53K

Indirect comp

Other variants under "MERRILL LYNCH"

MERRILL LYNCH PIERCE FENNER & SMITH2,824 MERRILL LYNCH PIERCE FENNER AND S1,698 MERRILL LYNCH1,265 MERRILL LYNCH RETIREMENT & BENEFIT395 MERRILL LYNCH LIFE AGENCY304 MERRILL LYNCH PIERCE FENNER228 MERRILL LYNCH PIERCE FENNER SMITH191

SERVICES PROVIDED

Advisor / Consultant1

Prospecting the plans that use Merrill Lynch Perce Fenner & Smith?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
CFS Management, LLC US Eye 40(k) Retirement Savings Plan · all filings	VENICE, FL	Advisor / Consultant	963	$39.9M	$53K	$0